Celebrate, Collaborate, Inspire: The Women of Financial Advice

November 8, 2023 | TRIBECA 360°, NEW YORK CITY

#INWomenAdvisorSummit

OVERVIEW


Celebrating the women change-making and trailblazing in financial advice and wealth  

InvestmentNews’ Women Advisor Summit New York has been home to the preeminent women of financial advice and wealth since 2015.  

Taking place at Tribeca 360 on November 8th, the Summit welcomes a community of leaders, change-makers, trailblazers and inspirational women along with their allies to discuss conquering challenges, transcending adversity while celebrating the hard-earned successes.  

Elevating the Standard, Redefining the Experience 

To bring you a meaningful and valuable 2023 Summit experience, we’ve engaged the community to spotlight desired topics and discussions most pertinent to women in wealth, your networks and your clients.  

The Women Advisor Summit by InvestmentNews has harnessed insights from female financial advisors, constructing a comprehensive agenda that embodies female leadership, success stories, inspiration, and trailblazing.  

Central to this event is networking and cooperation, offering a platform for connecting with accomplished leaders and fostering ambition. Engage in roundtable talks, peer learning, Q&A sessions, and more alongside fellow peers.  

Why attend?


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    Connect with Trailblazing Leaders: Uncover Their Success Strategies

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    Unlock the Power of Your Personal Brand to Build Your Business

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    Scale to Success: Get Tools to Grow Your Business at Every Stage

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    Explore Victories in Different Business Models

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    Leverage Your Community to Futureproof Your Business 

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    Get expert analysis of the current market—and opportunities women have for driving it forward

Who will you connect with?

Previous attendees at Women Advisor Summit


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SPEAKERS


Catherine Seeber, CFP®, CeFT®
Catherine Seeber, CFP®, CeFT®

Vice President & Financial Advisor, CAPTRUST and Chair
CAPTRUST’s Women’s Initiative

Sibyl S. Slade, CRPC ®
Sibyl S. Slade, CRPC ®

President & Financial Advisor
IntegriVest Wealth Advisors, LLC

Liz Manibay
Liz Manibay

Director, Business Management Consulting
Charles Schwab

Kim Bourne, CPA, CFP, EA, CES
Kim Bourne, CPA, CFP, EA, CES

Managing Director
Playfair Planning Services

Emily Zeigler, CFP®
Emily Zeigler, CFP®

Director of Advanced Planning
C & A Financial Group

Anita Srivastava CFP®, CRPS® CPFA®
Anita Srivastava CFP®, CRPS® CPFA®

Senior Financial Advisor & Senior Portfolio Advisor
Merrill Lynch Wealth Management

Michelle Arpin Begina, CFP®, CIMA®
Michelle Arpin Begina, CFP®, CIMA®

Senior Partner & Managing Director
Snowden Lane Partners

Catherine Avery
Catherine Avery

President and CEO
CAIM LLC.

Hilary Fiorella
Hilary Fiorella

Executive Director, Center for Women in Financial Services,
The American College

Stacy Francis, CFP®, CDFA®, CES™
Stacy Francis, CFP®, CDFA®, CES™


Becca Hajjar
Becca Hajjar

Managing Principal, Chief Business Development Office
CommonWealth Financial Network

Laurie Kamhi
Laurie Kamhi

Founder, Chief Investment Officer
LCK Wealth Management & HighTower Advisors

Stephanie McCullough
Stephanie McCullough

Founder & Financial Planner
Sofia Financial

Haleh Moddasser
Haleh Moddasser

CPA, Senior Wealth Advisor, SVP & Partner
Stearns Financial Group

Paula Nangle, CFP®
Paula Nangle, CFP®

President and Senior Wealth Manager
Marshall Financial Group

Heather Robertson Fortner, MS, IACCP®
Heather Robertson Fortner, MS, IACCP®

Chair, CEO
SignatureFD

Pamela Sams BFA™, CRPC®, MBA
Pamela Sams BFA™, CRPC®, MBA

Financial Advisor
Jackson Sams Wealth Strategies

Rabia Sattaur
Rabia Sattaur

Director, Practice Management & Consulting
Fidelity Institutional

Tracy Schwartz
Tracy Schwartz

Senior Program Director – Master’s in Wealth Management Program
Columbia University

Tiffany Soricelli
Tiffany Soricelli

Principal & CEO,
Virtuoso Asset Management LLC

AGENDA


  • Registration and breakfast
  • Opening remarks from chairperson
    Kate Healy
    Kate Healy

    CEO and Founder
    AdvoKate IQ, LLC

  • Opening keynote: Women leading the way – inclusive decision-making

    Join respected industry executive as she discusses how the willingness to be inclusive in your decision-making practices can transform you into a more effective leader. She will share the wins, challenges, and transformative decisions that helped her in her career journey. In this session, you will learn how to develop the framework to increase women in leadership – and how to empower others to do the same.

  • Panel Discussion:  The power of leading toward success

    What does it mean to lead toward success? From people management to product expertise, women in wealth are making the decisions that matter most—and are driving better results for their clients and their books of business. This session celebrates women in leadership roles and explores proven tactics for leading toward growth.

    • What conditions do women leaders navigate to remain on the path of growth?
    • How does being a leader enhance the value advisors bring their clients?
    • What effective leadership strategies employed by women leaders are driving better client outcomes and growing books of business?
    • What traits and talents define successful leadership in the wealth management ecosystem?
    Moderator
    Hilary Fiorella
    Hilary Fiorella

    Executive Director, Center for Women in Financial Services,
    The American College

    Panelists
    Liz Manibay
    Liz Manibay

    Director, Business Management Consulting
    Charles Schwab

    Sibyl S. Slade, CRPC ®
    Sibyl S. Slade, CRPC ®

    President & Financial Advisor
    IntegriVest Wealth Advisors, LLC

    Haleh Moddasser
    Haleh Moddasser

    CPA, Senior Wealth Advisor, SVP & Partner
    Stearns Financial Group

    Heather Robertson Fortner, MS, IACCP®
    Heather Robertson Fortner, MS, IACCP®

    Chair, CEO
    SignatureFD

  • Networking and coffee break

    Coffee break discussion tables

    Grab a coffee, choose the topic that matters to you most, and join an informal discussion with your peers. This session’s interactive format enables in-depth peer-to-peer discussions, offering an opportunity to network and exchange best practices. Topics include:

     

    • Market outlook: Economic trends, including inflation and student loans
    • Impact investing: US landscape, reputational risk, and the future of ESG
    • Mentoring: Mentorship match-up and how it works
  • Panel Discussion: Excellence through authenticity – leverage who you are to drive results and grow your business

    Authenticity is a powerful platform for women in wealth management. Being authentic builds trust with clients, enables unique perspectives, and inspires diversity, creating strength for both advisors and the industry. This session explores the impact of authenticity on business growth and delivers tools for maximizing who you are to drive success.

    • What does authenticity mean in the wealth professional space—and how does it inspire excellence?
    • How does authenticity drive your business and better serve your clients?
    • What does it mean to have an authentic brand, and how should it be leveraged?
    • In what ways can you showcase your authentic self both online and offline to stand out to your target customers?
    Moderator
    Tracy Schwartz
    Tracy Schwartz

    Senior Program Director – Master’s in Wealth Management Program
    Columbia University

    Panelists
    Emily Zeigler, CFP®
    Emily Zeigler, CFP®

    Director of Advanced Planning
    C & A Financial Group

    Tiffany Soricelli
    Tiffany Soricelli

    Principal & CEO,
    Virtuoso Asset Management LLC

    Kim Bourne, CPA, CFP, EA, CES
    Kim Bourne, CPA, CFP, EA, CES

    Managing Director
    Playfair Planning Services

    Paula Nangle, CFP®
    Paula Nangle, CFP®

    President and Senior Wealth Manager
    Marshall Financial Group

  • Fireside Chat: Scaling toward success – proven strategies for business growth

    Advisors can scale their business at any stage. Whether you are an advisor new to the market or are exploring the succession plan for your business, this session will cover proven strategies to scale your business today – for tomorrow.

    • Understand critical steps to take now, so you can maintain success and scale toward your business goals
    • Gain clarity on your growth goals and map out the needed support and resources to achieve them
    • Discover team leading strategies and client management plans that will support your business along the growth path
    • Explore strategies for seamless client communications, efficient succession planning, and the tools you will need
    Anita Srivastava CFP®, CRPS® CPFA®
    Anita Srivastava CFP®, CRPS® CPFA®

    Senior Financial Advisor & Senior Portfolio Advisor
    Merrill Lynch Wealth Management

    Laurie Kamhi
    Laurie Kamhi

    Founder, Chief Investment Officer
    LCK Wealth Management & HighTower Advisors

  • Networking Lunch
  • Panel Discussion: Maximizing the potential of wealth management business models

    Success in wealth management relies on utilizing the strengths of different business models. Lifestyle considerations and unique benefits of each model mean there are opportunities associated with each. Whether a broker-dealer, an independent advisor, or an RIA, wealth professionals can consider each model’s advantages and limitations to maximize growth, leverage the wealth ecosystem, and perhaps even pivot to better live the life you want.

    • How can advisors make the most of the business model they are working in?
    • What are the unique benefits and opportunities presented by the different models, like the broker-dealer or RIA path?
    • How can wealth professionals partner across the different models to drive exceptional results for their clients and business?
  • Networking and coffee break

    Interactive community building networking

    Grab a coffee and build your own community! Bump shoulders with some of the most inspiring women in wealth and connect with like-minded individuals who share your passion for empowering women in wealth leadership. Exchange ideas, experiences, and contact information with potential partners, mentors, and allies.

  • Panel Discussion: Leading with vision – futureproofing your business and community  

    Women advisors can futureproof their businesses by fostering collaboration within their industry. By working together, sharing insights, and leveraging the latest tools and technologies, advisors can stay at the forefront of the financial services sector. This session explores how a collective approach to futureproofing ensures that women advisors are well-positioned to thrive in an evolving and competitive landscape, meeting the changing needs of their clients and achieving long-term success.

    • Elevate your business by engaging in dynamic collaboration to futureproof your book of business
    • Curate a comprehensive suite of resources and support systems tailored to empower you to deliver excellence in any market
    • Embrace cooperation with the wealth community to ignite innovation and drive the wealth management industry toward excellence and inclusivity, today and tomorrow
    Moderator
    Stacy Francis, CFP®, CDFA®, CES™
    Stacy Francis, CFP®, CDFA®, CES™


    Panelists
    Catherine Seeber, CFP®, CeFT®
    Catherine Seeber, CFP®, CeFT®

    Vice President & Financial Advisor, CAPTRUST and Chair
    CAPTRUST’s Women’s Initiative

    Michelle Arpin Begina, CFP®, CIMA®
    Michelle Arpin Begina, CFP®, CIMA®

    Senior Partner & Managing Director
    Snowden Lane Partners

    Stephanie McCullough
    Stephanie McCullough

    Founder & Financial Planner
    Sofia Financial

    Becca Hajjar
    Becca Hajjar

    Managing Principal, Chief Business Development Office
    CommonWealth Financial Network

  • Fireside Chat: Market Mastery – navigating today and seizing tomorrow’s opportunities

    Women advisors and women clients are driving the wealth management space forward by bringing fresh perspectives and innovative approaches. By harnessing their unique insights and experiences, women advisors and clients can contribute to a more inclusive and dynamic wealth management landscape, benefiting both their businesses and the broader financial community. How can women advisors identify unique opportunities in the future and make the most of them?

    • What are the most exciting opportunities for women in wealth, and how can we make the most of them?
    • How are innovative initiatives in wealth creating emerging opportunities for women to lead and shape the market?
    • What have been the most impactful factors positioning women at the fore of this exciting industry and the opportunities it presents?
    • What do women advisors need to continue to drive and lead the industry?
    Catherine Avery
    Catherine Avery

    President and CEO
    CAIM LLC.

    Pamela Sams BFA™, CRPC®, MBA
    Pamela Sams BFA™, CRPC®, MBA

    Financial Advisor
    Jackson Sams Wealth Strategies

    Rabia Sattaur
    Rabia Sattaur

    Director, Practice Management & Consulting
    Fidelity Institutional

  • Closing remarks from the chairperson
  • Networking drinks reception

SPONSORS


SILVER SPONSORS

  • Schwab Advisor Services
  • Commonwealth
  • Fidelity Investments
  • Guardian Life Insurance Company of America (Guardian®)

SUPPORTING SPONSORS

  • Coach360
  • Equitable Advisors

OFFICIAL MEDIA PARTNER

  • InvestmentNews

STRATEGIC PARTNER

  • The American College Center for Women in Financial Services

VENUE


Tribeca 360°

TRAVEL PLANS

Nearby Accomodations

ARLO HOTEL

261 5th Avenue Suite 1802 | New York, NY 10016

Book your accommodation rate via the reservation link.

Reservation Number: 888.260.2756

Check in: 3pm Check out: 12pm.

Hotel Parking: $28 per day, Valet is $65 per night

Phone Number
: 1-800-368-7764 or 905-678-1400

Room rate:
see discounted rates starting at 20% off

 

 

PARTNER AIRLINES

DELTA AIRLINES

Click here to book with Delta

  • 2% – 10% off eligible flights
  • Use Event Code NM237 in the “Meeting Code” box
  • Permitted travel dates: November 4th – November 11th, 2023

You may also call Delta Meeting Network at 1.800.328.1111 (Monday–Friday 7:00 a.m. – 7:30 p.m. CT) and refer to Meeting Event Code NM237 to book your flight

UNITED AIRLINES

Click here to book with United

  • 2% – 10% off* eligible flights
  • Use meeting ID ZMS7928056 in the “Offer Code” box
  • Permitted travel dates: November 11th  – November 18th, 2023

*Discounts are not permitted on Basic Economy fares

REGISTRATION FOR WOMEN ADVISOR SUMMIT 2023 IS NOW OPEN

CONTACT US


Example: [email protected]
Example: (61) 409-889-253
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